In this article, we will explain you more about how to add a New Client (Customer | Supplier) so that you can assign that client to Invoice/Estimate/Purchase Order/Credit Note.
iOS
- Tap on located at the top left corner to open side menu.
- Tap on Clients.
- Tap on located at the top.
- Fill all the details of Client.
- Bank Account No. and Comments are for internal use only.
- Tap on Save.
Android
- Tap on located at the top left corner to open side menu.
- Tap on Clients.
- Tap on located at the top.
- Fill all the details of Client.
- Bank Account No. and Comments are for internal use only.
- Tap on Save.
Web and Mac
- Click on Clients from side menu.
- Click on All Clients.
- Click on Add Client.
- Fill all the details of Client.
- Bank Account No. and Comments are for internal use only.
- Click on Save.